Pinned
I still think most people are massively underestimating just how fast and violent the AI demand surge will be in the coming years.
Everything up to this point as been a warm up TBH.
The reality is token demand will go UP as the marriage of intelligent + fast + cheap continues
The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed.
It would increase the ROI on AI spend for end customers by increasing intelligence per
